Best AI tools for financial advisors

Best for: AI recommends Jump most when buyers ask “best AI tools for financial advisors and wealth managers” (76.9% of those answers)

36.4%

95% CI 26.5–47.5%

28 mentions · avg pos 5.4

first pick 39.3%

Best for: AI recommends Zocks most when buyers ask “best AI tools for financial advisors and wealth managers” (76.9% of those answers)

33.8%

95% CI 24.2–44.9%

26 mentions · avg pos 5.8

first pick 11.5%

jump.ai

Best for: AI recommends Jump AI most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (84.6% of those answers)

32.5%

95% CI 23.1–43.5%

25 mentions · avg pos 3

first pick 36%

wealthbox.com

Best for: AI recommends Wealthbox most when buyers ask “best AI tools for financial advisors and wealth managers” (69.2% of those answers)

29.9%

95% CI 20.8–40.8%

23 mentions · avg pos 6.6

first pick 30.4%

orion.com

Best for: AI recommends Orion most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (61.5% of those answers)

28.6%

95% CI 19.7–39.5%

22 mentions · avg pos 9.9

first pick 9.1%

Best for: AI recommends Redtail most when buyers ask “best AI tools for financial advisors and wealth managers” (53.8% of those answers)

27.3%

95% CI 18.6–38.1%

21 mentions · avg pos 7.6

first pick 28.6%

gainaltitude.ai

Best for: AI recommends Altitude CRM most when buyers ask “best AI assistant for financial planning and client reporting” (69.2% of those answers)

26%

95% CI 17.5–36.7%

20 mentions · avg pos 3.3

first pick 15%

neurons-lab.com

Best for: AI recommends Neurons Lab most when buyers ask “what AI tool should I use to automate client portfolio reports” (61.5% of those answers)

24.7%

95% CI 16.4–35.4%

19 mentions · avg pos 7.4

first pick 0%

Best for: AI recommends Holistiplan most when buyers ask “best AI assistant for financial planning and client reporting” (69.2% of those answers)

23.4%

95% CI 15.3–34%

18 mentions · avg pos 4.1

first pick 22.2%

Best for: AI recommends ARKEN most when buyers ask “what AI tool should I use to automate client portfolio reports” (46.2% of those answers)

20.8%

95% CI 13.2–31.1%

16 mentions · avg pos 6.9

first pick 0%

Best for: AI recommends TIFIN most when buyers ask “what AI tool should I use to automate client portfolio reports” (38.5% of those answers)

19.5%

95% CI 12.2–29.7%

15 mentions · avg pos 8.6

first pick 0%

Best for: AI recommends RightCapital most when buyers ask “best AI assistant for financial planning and client reporting” (30.8% of those answers)

18.2%

95% CI 11.2–28.2%

14 mentions · avg pos 4.9

first pick 21.4%

useorigin.com

Best for: AI recommends Origin most when buyers ask “alternatives to mainstream AI financial planning platforms” (84.6% of those answers)

16.9%

95% CI 10.1–26.8%

13 mentions · avg pos 4.5

first pick 30.8%

nitrogen.io

Best for: AI recommends Nitrogen most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (46.2% of those answers)

16.9%

95% CI 10.1–26.8%

13 mentions · avg pos 7.3

first pick 0%

emoneyadvisor.com

Best for: AI recommends eMoney most when buyers ask “alternatives to mainstream AI financial planning platforms” (30.8% of those answers)

15.6%

95% CI 9.1–25.3%

12 mentions · avg pos 5.5

first pick 8.3%

Best for: AI recommends Backbase most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (38.5% of those answers)

15.6%

95% CI 9.1–25.3%

12 mentions · avg pos 9.7

first pick 0%

fpalpha.com

Best for: AI recommends FP Alpha most when buyers ask “best AI assistant for financial planning and client reporting” (46.2% of those answers)

14.3%

95% CI 8.2–23.8%

11 mentions · avg pos 6.4

first pick 9.1%

Best for: AI recommends Riskalyze most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (38.5% of those answers)

14.3%

95% CI 8.2–23.8%

11 mentions · avg pos 8.7

first pick 0%

Best for: AI recommends Betterment most when buyers ask “alternatives to mainstream AI financial planning platforms” (69.2% of those answers)

14.3%

95% CI 8.2–23.8%

11 mentions · avg pos 9.3

first pick 9.1%

make.com

Best for: AI recommends Make most when buyers ask “how do I use AI to explain complex financial topics to clients simply” (53.8% of those answers)

14.3%

95% CI 8.2–23.8%

11 mentions · avg pos 12.6

first pick 0%

Best for: AI recommends Cleo most when buyers ask “alternatives to mainstream AI financial planning platforms” (84.6% of those answers)

13%

95% CI 7.2–22.3%

10 mentions · avg pos 8.9

first pick 0%

11.7%

95% CI 6.3–20.7%

9 mentions · avg pos 3.6

first pick 33.3%

Best for: AI recommends Investbanq most when buyers ask “best AI tools for financial advisors and wealth managers” (30.8% of those answers)

11.7%

95% CI 6.3–20.7%

9 mentions · avg pos 9.1

first pick 0%

Best for: AI recommends WeInvest most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (38.5% of those answers)

11.7%

95% CI 6.3–20.7%

9 mentions · avg pos 10

first pick 0%

Best for: AI recommends Additiv most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (38.5% of those answers)

11.7%

95% CI 6.3–20.7%

9 mentions · avg pos 10.3

first pick 0%

Best for: AI recommends Kensho most when buyers ask “best AI tools for financial advisors and wealth managers” (46.2% of those answers)

11.7%

95% CI 6.3–20.7%

9 mentions · avg pos 11.6

first pick 0%

Best for: AI recommends Zeplyn most when buyers ask “best AI tools for financial advisors and wealth managers” (30.8% of those answers)

10.4%

95% CI 5.4–19.2%

8 mentions · avg pos 2.7

first pick 25%

portfoliopilot.com

10.4%

95% CI 5.4–19.2%

8 mentions · avg pos 5.5

first pick 0%

Best for: AI recommends eMoney Advisor most when buyers ask “alternatives to mainstream AI financial planning platforms” (30.8% of those answers)

10.4%

95% CI 5.4–19.2%

8 mentions · avg pos 6.1

first pick 12.5%

Best for: AI recommends Pulse360 most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (30.8% of those answers)

10.4%

95% CI 5.4–19.2%

8 mentions · avg pos 6.2

first pick 12.5%

Best for: AI recommends Denali AI most when buyers ask “best AI assistant for financial planning and client reporting” (38.5% of those answers)

10.4%

95% CI 5.4–19.2%

8 mentions · avg pos 8.1

first pick 0%

Best for: AI recommends Wealthfront most when buyers ask “alternatives to mainstream AI financial planning platforms” (61.5% of those answers)

10.4%

95% CI 5.4–19.2%

8 mentions · avg pos 8.4

first pick 12.5%

Best for: AI recommends IntellectAI most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (38.5% of those answers)

10.4%

95% CI 5.4–19.2%

8 mentions · avg pos 8.9

first pick 0%

Best for: AI recommends Power BI most when buyers ask “what AI tool should I use to automate client portfolio reports” (46.2% of those answers)

9.1%

95% CI 4.5–17.6%

7 mentions · avg pos 8

first pick 0%

Best for: AI recommends Magnifi most when buyers ask “alternatives to mainstream AI financial planning platforms” (38.5% of those answers)

9.1%

95% CI 4.5–17.6%

7 mentions · avg pos 10.6

first pick 0%

empower.com

Best for: AI recommends Empower most when buyers ask “alternatives to mainstream AI financial planning platforms” (46.2% of those answers)

7.8%

95% CI 3.6–16%

6 mentions · avg pos 4

first pick 16.7%

7.8%

95% CI 3.6–16%

6 mentions · avg pos 6.8

first pick 0%

salesforce.com

7.8%

95% CI 3.6–16%

6 mentions · avg pos 7

first pick 16.7%

7.8%

95% CI 3.6–16%

6 mentions · avg pos 8.5

first pick 0%

tableau.com

Best for: AI recommends Tableau most when buyers ask “what AI tool should I use to automate client portfolio reports” (30.8% of those answers)

7.8%

95% CI 3.6–16%

6 mentions · avg pos 8.7

first pick 0%

7.8%

95% CI 3.6–16%

6 mentions · avg pos 11.7

first pick 0%

7.8%

95% CI 3.6–16%

6 mentions · avg pos 12

first pick 0%

7.8%

95% CI 3.6–16%

6 mentions · avg pos 13.6

first pick 0%

Best for: AI recommends Rocket Money most when buyers ask “alternatives to mainstream AI financial planning platforms” (46.2% of those answers)

7.8%

95% CI 3.6–16%

6 mentions · avg pos 14.5

first pick 0%

Best for: AI recommends Monarch most when buyers ask “alternatives to mainstream AI financial planning platforms” (53.8% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 3.8

first pick 0%

Best for: AI recommends Monarch Money most when buyers ask “alternatives to mainstream AI financial planning platforms” (53.8% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 3.8

first pick 0%

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 3.8

first pick 0%

Best for: AI recommends Boldin most when buyers ask “alternatives to mainstream AI financial planning platforms” (53.8% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 4.8

first pick 20%

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 6

first pick 0%

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 7.3

first pick 0%

Best for: AI recommends DataSnipper most when buyers ask “best AI tools for financial advisors and wealth managers” (30.8% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 7.7

first pick 0%

zapier.com

Best for: AI recommends Zapier AI most when buyers ask “what AI tool should I use to automate client portfolio reports” (53.8% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 8.3

first pick 0%

anaplan.com

Best for: AI recommends Anaplan most when buyers ask “alternatives to mainstream AI financial planning platforms” (38.5% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 12.3

first pick 0%

Best for: AI recommends Salesforce FSC most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (30.8% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 12.5

first pick 0%

pickaxe.co

Best for: AI recommends Pickaxe most when buyers ask “which AI tool is best for independent financial advisors vs large advisory firms” (46.2% of those answers)

6.5%

95% CI 2.8–14.3%

5 mentions · avg pos 16

first pick 0%

alpha-sense.com

5.2%

95% CI 2–12.6%

4 mentions · avg pos 10.3

first pick 0%

drift.com

5.2%

95% CI 2–12.6%

4 mentions · avg pos 10.5

first pick 25%

cube.dev

5.2%

95% CI 2–12.6%

4 mentions · avg pos 10.7

first pick 0%

whatagraph.com

5.2%

95% CI 2–12.6%

4 mentions · avg pos 11

first pick 0%

workday.com

Best for: AI recommends Workday most when buyers ask “alternatives to mainstream AI financial planning platforms” (30.8% of those answers)

5.2%

95% CI 2–12.6%

4 mentions · avg pos 11

first pick 0%

5.2%

95% CI 2–12.6%

4 mentions · avg pos 11.3

first pick 0%

5.2%

95% CI 2–12.6%

4 mentions · avg pos 16.5

first pick 0%

5.2%

95% CI 2–12.6%

4 mentions · avg pos 16.5

first pick 0%

addepar.com

5.2%

95% CI 2–12.6%

4 mentions · avg pos 24

first pick 0%

5.2%

95% CI 2–12.6%

4 mentions · avg pos 26

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 2

first pick 0%

v7labs.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 2.3

first pick 33.3%

adoption.microsoft.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 3

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 3.7

first pick 0%

Best for: AI recommends Query Studio most when buyers ask “best AI assistant for financial planning and client reporting” (30.8% of those answers)

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 5

first pick 0%

Best for: AI recommends Report Assistant most when buyers ask “best AI assistant for financial planning and client reporting” (30.8% of those answers)

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 5

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 5.7

first pick 0%

arria.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 6.7

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 6.7

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 7

first pick 0%

visible.vc

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 7

first pick 0%

sigfig.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 7.7

first pick 0%

microsoft.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 8.3

first pick 0%

board.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 9

first pick 0%

domo.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 9

first pick 33.3%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 9.5

first pick 0%

acorns.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 10

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 10

first pick 0%

pigment.io

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 10.5

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 10.5

first pick 0%

fireflies.ai

Best for: AI recommends Fireflies most when buyers ask “how can AI help me prepare for client financial review meetings” (30.8% of those answers)

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 11

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 12

first pick 0%

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 12

first pick 0%

tamaracinc.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 12

first pick 33.3%

factset.com

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 13.3

first pick 0%

Best for: AI recommends YNAB most when buyers ask “alternatives to mainstream AI financial planning platforms” (38.5% of those answers)

3.9%

95% CI 1.3–10.8%

3 mentions · avg pos 14

first pick 0%

oracle.com

3.9%

95% CI 1.3–10.8%

3 mentions

first pick 0%

freefinancialplan.com

2.6%

95% CI 0.7–9%

2 mentions · avg pos 2

first pick 0%

dialzara.com

2.6%

95% CI 0.7–9%

2 mentions · avg pos 2.5

first pick 50%

chatfin.ai

Best for: AI recommends ChatFin most when buyers ask “alternatives to mainstream AI financial planning platforms” (38.5% of those answers)

2.6%

95% CI 0.7–9%

2 mentions · avg pos 3

first pick 0%

2.6%

95% CI 0.7–9%

2 mentions · avg pos 5

first pick 0%

2.6%

95% CI 0.7–9%

2 mentions · avg pos 5.5

first pick 0%

advyzon.com

2.6%

95% CI 0.7–9%

2 mentions · avg pos 6

first pick 0%

2.6%

95% CI 0.7–9%

2 mentions · avg pos 7.5

first pick 0%

2.6%

95% CI 0.7–9%

2 mentions · avg pos 8

first pick 0%